Members get friendly help with will, estate and trust services.
Planning for this stage in life isn’t all that fun but it sure is important. It is never too early to start thinking about the importance of estate planning and making sure your legacy goes where and to whom you want. The sooner you start implementing a plan, the less you’ll have to worry about down the road if something were to happen to you.
Coast Capital has partnered with Truvera Trust Company to offer our members access to Estate and Trust services. By working alongside a Financial Planner on a will and estate plan, members can save time and money and have peace of mind to know their assets are taken care of. Truvera also offers Executor services to relieve your family members of this often complex and time consuming process.
Key features
- Will and Estate planning
- Executor services, including third party executors
- Trustee services
- Power of Attorney services
Talk to our Investment Team
